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Phillips 66
PSX

Overview Fund Activity

1,318 hedge funds and large institutions have $26.3B invested in Phillips 66 in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 499 increasing their positions, 453 reducing their positions, and 71 closing their positions.

Holders
1,318
Holders Change
+53
Holders Change %
+4.19%
% of All Funds
23.01%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
135
Increased
499
Reduced
453
Closed
71
Calls
$327M
Puts
$235M
Net Calls
+$92.3M
Net Calls Change
-$83.5M

Top Buyers

1
Amundi
1
Amundi
France
$209M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$638M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$520M
4
BlackRock
4
BlackRock
New York
$2.92B
5
Bank of America
5
Bank of America
North Carolina
$609M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$620M
2
Morgan Stanley
2
Morgan Stanley
New York
$295M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$195M
4
Wells Fargo
4
Wells Fargo
California
$1.28B
5
RP
5
RR Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
226
GAMCO Investors
Connecticut
$5.94M 69,235 +158 +0.2%
MSL
227
Mackay Shields LLC
New York
$5.92M 68,997 -10,188 -13%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$5.92M 68,944 -448,397 -87%
Public Sector Pension Investment Board (PSP Investments)
229
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.89M 68,635 +27,260 +66%
AAA
230
Adams Asset Advisors
Texas
$5.83M 67,900 +3,532 +5%
KCM
231
Kornitzer Capital Management
Kansas
$5.77M 67,180 -548 -0.8%
DADC
232
D.A. Davidson & Co
Montana
$5.76M 67,152 +2,607 +4%
DIP
233
DT Investment Partners
Pennsylvania
$5.75M 67,015 -9,892 -13%
FRM
234
Foundation Resource Management
Arkansas
$5.75M 66,993 -2,032 -3%
Robeco Institutional Asset Management
235
Robeco Institutional Asset Management
Netherlands
$5.64M 65,662 -10,125 -13%
AAP
236
Aristotle Atlantic Partners
Florida
$5.57M 64,857 +4,028 +7%
AUB
237
Atlantic Union Bankshares
Virginia
$5.55M 64,618 +3,231 +5%
SPIA
238
Steward Partners Investment Advisory
New York
$5.43M 63,317 -958 -1%
SCM
239
Sitrin Capital Management
California
$5.41M 63,047 +193 +0.3%
MIM
240
Montgomery Investment Management
Maryland
$5.31M 61,902 -1,250 -2%
TBC
241
Tweedy, Browne Co
Connecticut
$5.29M 61,608 -1,379 -2%
BCCM
242
Bridge Creek Capital Management
Massachusetts
$5.19M 27,217 -995 -4%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$5.18M 60,297 -6,719 -10%
VFM
244
Viking Fund Management
North Dakota
$5.15M 60,000 -1,800 -3%
RFM
245
Royal Fund Management
Florida
$5.11M 59,541 +59,541 New
N
246
Natixis
France
$5.03M 58,614 +58,614 New
CCT
247
Country Club Trust
Missouri
$5.03M 59,061 +1,938 +3%
MOACM
248
Mutual of America Capital Management
New York
$4.9M 57,130 +474 +0.8%
II
249
IFM Investors
Australia
$4.86M 56,601 +8,947 +19%
QI
250
QS Investors
New York
$4.79M 55,846 -2,374 -4%
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10
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